“White-Haired Stock Guru” Serenity: Three months ago, the market was broadly bearish on storage; suggests stepping back from narratives for independent thinking

Odaily reports that “White-Haired Stock Guru” Serenity stated on platform X that three months ago, the market was generally bearish on the storage sector. However, since then, multiple storage and related assets have seen significant gains:

1. Micron Technology: $380 → $1,122 (+195.26%);

2. SanDisk: $565 → $2,155 (+281.42%);

3. MSCI: $132 → $219 (+65.91%);

4. SK Hynix: 849K KRW → 2.685 million KRW (+215.5%);

5. Samsung Electronics: 172,000 KRW → 362,000 KRW (+110.7%).

Serenity added that if highly speculative predictions emerge in the market, such as “Samsung will become the world’s most profitable company by 2028,” investors may need to try and step away from prevailing narratives for independent judgment—similar to previous thematic rotations like “oil, LNG, helium, Iran,” etc. Currently, a similar logic might be unfolding in the optics/photonics sector. Photonics and storage are two core themes and may still be in their “early super-cycle phase.”